-33.6%
PDD vs SOXQ
+111.3%
-145.0%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.4% | -2.6% | +0.2% |
| 7D | -4.1% | +2.3% | -6.4% | -4.4% |
| 30D | -9.6% | -2.3% | -7.3% | -9.4% |
| 3M | -4.3% | -13.8% | +9.5% | -2.6% |
| 6M | -18.8% | +48.6% | -67.4% | -34.8% |
| YTD | -27.5% | +66.0% | -93.5% | -45.0% |
| 1Y | -33.6% | +107.9% | -141.5% | -48.6% |
| All | -33.6% | +111.3% | -145.0% | -48.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SOXQ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling